VC

Vestor Capital Portfolio holdings

AUM $1.34B
1-Year Est. Return 30.79%
This Quarter Est. Return
1 Year Est. Return
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$921M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$9.06M
2 +$6.58M
3 +$6.55M
4
PG icon
Procter & Gamble
PG
+$5.69M
5
CRM icon
Salesforce
CRM
+$5.49M

Top Sells

1 +$19.5M
2 +$16.3M
3 +$12M
4
MRK icon
Merck
MRK
+$9.4M
5
NVDA icon
NVIDIA
NVDA
+$7.52M

Sector Composition

1 Technology 31.83%
2 Healthcare 11.95%
3 Consumer Discretionary 10.25%
4 Communication Services 9.47%
5 Financials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-2,028
277
-1,233
278
-661
279
-19,000